Acquisitions Procedures

• Fiscal Processing
• Ordering
• Workflows
• Receiving
• Other

Fiscal Processing

- Cancellations
- Roll-over (Lucy)
- Exchanges (see below Other -Gifts)

 

Ordering

- Electronic Ordering – Extraction & Importing
- Creating Order Lines – Preorder Monographs
- Creating Order Lines – Non-Preorder – Brief (Monographs, Music, & Media)

Workflows

- [Checking Order Status] (Donna, Fill rate report)
- Transferring orders (Tracy)
- Pre-Order Cataloging for Books
- Load Order (For Brief Records That Have Been Overlaid)

 

Receiving

In Workflows (Donna)
Create Invoice
Incoming and Outgoing Mail Procedures
Vendors (Lucy)
See Cataloging: for processing notes

 

Other:

Display Fund
Encumbrances (Lucy)
Electronic Ordering (public)
Encumbrances
Fund Terms
Gifts
Receiving
Orders
WorldCat Collection Analysis